Summer 2025
-
Admin fee drops for my529’s Customized options
my529 recently reduced the Administrative Asset Fee for Customized Age-Based and Customized Static investment options by one basis point (0.010%). The fee decrease, from 0.120% to 0.110% (or $1.10 per $1,000 invested annually), went into effect on July 1, 2025. The reduction will benefit about 20% of my529 accounts. Based on assets invested in the…
-
my529 changes name of single-fund portfolio available in Customized options
As part of my529’s fiduciary responsibility to our account owners, we closely monitor plan offerings. After a long evaluation of a trend in one of the funds available in the Customized investment options, my529 changed the portfolio’s name to highlight the fund’s strategy. Effective July 1, 2025, the name of the my529 Five-Year Global Fixed…
-
Here’s how to help your clients prepare for fall withdrawals
As families send their kids back to school, there are many ways to help your clients transition their students back to the classroom. While some may be sending children off to kindergarten, many are launching their kids into their first year of college. If your clients have a college-age student with a my529 account, now…
-
Use our College Savings Estimator to prepare your clients for higher education expenses
It would be nice to predict the future for your clients. While we can’t offer you that, we can give you a tool to approximate how their my529 funds can help them meet their family’s educational goals. It’s not a crystal ball, but the free College Savings Estimator can help reduce the guesswork as they…
-
Meet the newest member of our team
my529 is delighted to introduce Emilee Hansen, relationship manager, to our Advisor Relationship Management Team. Emilee is a University of Utah graduate and has over two decades of experience in financial customer service. Her proven track record of building strong client relationships will be a valuable asset to our team and assisting financial advisors with…
